Wealth Manager
    SEC Registered

    Go Invest LLC

    Registered investment advisor · West Jordan, Utah · CRD #291884

    Assets Under Management
    $889M
    Client Accounts
    4,277
    Employees
    1
    CRD Number
    291884
    Registration
    SEC Registered
    Custodian
    Matrix Trust Company, Drivewealth, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Go Invest LLC

    GO INVEST LLC is a fee-only investment advisory firm based in West Jordan, Utah, managing $148 million in assets for 9,306 clients. Nathan D. Beck is the CEO and Chief of the firm, which is a subsidiary of RetireGO Inc.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Go Invest LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Go Invest LLC's AUM?

    Go Invest LLC reports approximately $889M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Go Invest LLC headquartered?

    Go Invest LLC is headquartered in West Jordan, Utah.

    What is Go Invest LLC's CRD number?

    Go Invest LLC's CRD number is 291884. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Go Invest LLC manage?

    Go Invest LLC manages approximately 4,277 client accounts according to its latest SEC filing.

    Is Go Invest LLC SEC registered?

    Yes, Go Invest LLC is registered with the SEC as an investment adviser with an approved registration status.

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